Beaird Harris Wealth Management, LLC Last Quarter Change: USA Stocks, Sold Out

Beaird Harris Wealth Management, LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Beaird Harris Wealth Management, LLC opened 43 positions, added to 77, reduced 30, sold out of 28 and left 307 unchanged. The largest increase in value was TSLA (+$1,255,094); the largest decrease was MSTR (-$2,013,491).

AGQ: Country of operation United States; Class ULTRA SILVER NEW; Shares 2026-03-31 9,656; Shares 2026-06-30 0.
QRVO: Country of operation United States; Class COM; Shares 2026-03-31 1,000; Shares 2026-06-30 0.
CWT: Country of operation United States; Class COM; Shares 2026-03-31 846; Shares 2026-06-30 0.
GAB: Country of operation United States; Class COM; Shares 2026-03-31 3,917; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1908938): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
AGQ PROSHARES TR II	United States	ULTRA SILVER NEW	9,656	-9,656	$1,153,939	$0	-$1,153,939
QRVO QORVO INC	United States	COM	1,000	-1,000	$77,400	$0	-$77,400
CWT CALIFORNIA WTR SVC GROUP	United States	COM	846	-846	$38,353	$0	-$38,353
GAB GABELLI EQUITY TR INC	United States	COM	3,917	-3,917	$21,936	$0	-$21,936
HHH HOWARD HUGHES HOLDINGS INC	United States	COM	318	-318	$20,147	$0	-$20,147
CTRA COTERRA ENERGY INC	United States	COM	436	-436	$15,322	$0	-$15,322
HONZZZZ HONEYWELL INTL INC		COM	64	-64	$14,466	$0	-$14,466
IMST BITWISE FUNDS TRUST		MSTR OPTION INCM	835	-835	$8,572	$0	-$8,572
CSWC CAPITAL SOUTHWEST CORP	United States	COM	197	-197	$4,358	$0	-$4,358
HR HEALTHCARE RLTY TR	United States	CL A COM	150	-150	$2,549	$0	-$2,549
BEAM BEAM THERAPEUTICS INC	United States	COM	106	-106	$2,526	$0	-$2,526
SLRC SLR INVESTMENT CORP	United States	COM	163	-163	$2,333	$0	-$2,333
AGNC AGNC INVT CORP	United States	COM	225	-225	$2,257	$0	-$2,257
MARA MARA HOLDINGS INC	United States	COM	274	-274	$2,236	$0	-$2,236
AMBA AMBARELLA INC	United States	SHS	22	-22	$1,133	$0	-$1,133
MRSH MARSH & MCLENNAN COS INC	United States	COM	6	-6	$1,041	$0	-$1,041
RMD RESMED INC	United States	COM	2	-2	$530	$0	-$530
EFX EQUIFAX INC	United States	COM	2	-2	$361	$0	-$361
ROP ROPER TECHNOLOGIES INC	United States	COM	1	-1	$354	$0	-$354
GEN GEN DIGITAL INC	United States	COM	17	-17	$321	$0	-$321
LOGI LOGITECH INTL S A	United States	SHS	3	-3	$274	$0	-$274
TSCO TRACTOR SUPPLY CO	United States	COM	5	-5	$227	$0	-$227
GEHC GE HEALTHCARE TECHNOLOGIES I	United States	COMMON STOCK	2	-2	$143	$0	-$143
PINS PINTEREST INC	United States	CL A	5	-5	$92	$0	-$92
STLA STELLANTIS N.V		SHS	10	-10	$74	$0	-$74
HNI HNI CORP	United States	COM	2	-2	$67	$0	-$67
VEEV VEEVA SYS INC	United States	CL A COM	0	0	$55	$0	-$55
GABRT GABELLI EQUITY TR INC	United States	RIGHT 04/14/2026	3,920	-3,920	$28	$0	-$28

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